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Julie BartonManager of Retirement Plan Services

 

Experience

Julie Barton is the manager of retirement plan services at HK Financial Services. With over 20 years of experience in the retirement services industry, Julie is a results-oriented business professional who has deep knowledge in retirement, benefits, project management, and financial administration. In her previous roles, Julie managed a participant service center team where she was accountable for achieving service standards; provided pension consulting services that included plan document accuracy and alignment with regulations; and other roles involving oversight of financial operations and integration of platforms through mergers and acquisitions.

Julie has an excitement around enriching the lives of the people she works with – team members, CPA firms, plan providers/clients, and plan participants. She believes there’s great opportunity around the benefits of holistic retirement planning and investment approach that HKFS and our CPA affiliates embrace.

Get to Know Julie

In her free time, Julie stays active spending time with her grandson or volunteering at her church or within the community. You may also find her at home gardening, cooking, baking (possibly enjoying any type of chocolate dessert) or watching her favorite movie Sweet Home Alabama. She greatly values the time she spends with her family and friends, noting it as one of the best gifts she’s received.

Education

Bachelor of Applied Studies, Clarke University, Dubuque, Iowa

Fun Facts

Favorite Vacation Spot? Disney Land
Her hero? Her mom…she was such a positive impact within Julie’s life teaching her to see the best in everyone and everything.
3 Things Julie Does Every Day? Pray. Say, “thank you”.  Appreciate the time she has with family and friends.

How Can We Help?